A detailed history of Evermay Wealth Management LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 252 shares of EFG stock, worth $25,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares
252
Previous 27 833.33%
Holding current value
$25,119
Previous $2,000 1250.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024

BUY
$96.84 - $108.77 $21,789 - $24,473
225 Added 833.33%
252 $27,000
Q4 2023

Feb 09, 2024

BUY
$82.53 - $96.98 $2,228 - $2,618
27 New
27 $2,000
Q1 2022

May 16, 2022

SELL
$87.3 - $110.53 $4,277 - $5,415
-49 Closed
0 $0
Q4 2021

Feb 14, 2022

BUY
$105.06 - $113.44 $5,147 - $5,558
49 New
49 $5,000

Others Institutions Holding EFG

About MSCI EAFE GROWTH ETF


  • Ticker EFG
  • Sector ETFs
  • Industry ETFs
More about EFG
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.